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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $140,585 |
LOGAN CIRCLE PARTNERS, LP2+ years Service code 28 · EIN 20-8262386 | Investment Management | $96,283 |
US BANK2+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $80,602 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY TRUST INTL OF THE SOUTH Service code 28 · EIN 65-0080824 | Investment Management | $64,532 |
MERCER2+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $59,990 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-2700161 | Investment Management | $51,978 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $12,262 |
BLACKROCK2+ years Filed as: BLACKROCK INST TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $4,385 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $358,154-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 37.4%-37.4pp | 3.6%-3.6pp |
| Annual return | 8.67% | 11.88%-3.2pp | 2.24%+6.4pp | 11.88%-3.2pp |
| Employer contribution / active EE | $0 | $14,612-100.0% | $54,559-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $81-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $6,053-100.0% | $637-100.0% |